Stifel Financial Corp SF
We take great care to ensure that the data presented and summarized in this overview for STIFEL FINANCIAL CORP is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding SF
View all-
Vanguard Group Inc Valley Forge, PA10.4MShares$1.1 Billion0.02% of portfolio
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Black Rock Inc. New York, NY9.25MShares$982 Million0.02% of portfolio
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Capital Research Global Investors Los Angeles, CA3.47MShares$369 Million0.08% of portfolio
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State Street Corp Boston, MA3.21MShares$341 Million0.01% of portfolio
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Earnest Partners LLC Atlanta, GA2.95MShares$313 Million1.46% of portfolio
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Alliancebernstein L.P. New York, NY2.65MShares$282 Million0.1% of portfolio
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Wellington Management Group LLP Boston, MA2.59MShares$275 Million0.05% of portfolio
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Morgan Stanley New York, NY2.56MShares$272 Million0.02% of portfolio
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Eaton Vance Management Boston, MA2.32MShares$246 Million0.18% of portfolio
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Stifel Financial Corp St. Louis, MO2.16MShares$229 Million0.24% of portfolio
Latest Institutional Activity in SF
Top Purchases
Top Sells
About SF
Stifel Financial Corp., a financial services and bank holding company, provides retail and institutional wealth management, and investment banking services to individual investors, corporations, municipalities, and institutions in the United States, the United Kingdom, the rest of Europe, and Canada. It operates in three segments: Global Wealth Management, Institutional Group, and Other. The company provides private client services, including securities transaction and financial planning services; institutional equity and fixed income sales, trading and research, and municipal finance services; investment banking services, such as mergers and acquisitions, public offerings, and private placements; and retail and commercial banking services comprising personal and commercial lending programs, as well as deposit accounts. It also participates in and manages underwritings for corporate and public finance; and offers financial advisory and securities brokerage services. The company was founded in 1890 and is headquartered in St. Louis, Missouri.
Insider Transactions at SF
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Feb 25
2025
|
Ronald J Kruszewski Chief Executive Officer |
SELL
Other acquisition or disposition
|
Direct |
1,840
-0.15%
|
$191,360
$104.01 P/Share
|
|
Feb 03
2025
|
Victor Nesi Co-President |
SELL
Payment of exercise price or tax liability
|
Direct |
14,087
-7.22%
|
$1,648,179
$117.51 P/Share
|
|
Feb 03
2025
|
Victor Nesi Co-President |
BUY
Exercise of conversion of derivative security
|
Direct |
27,593
+12.39%
|
-
|
|
Feb 03
2025
|
Ronald J Kruszewski Chief Executive Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
22,099
-1.74%
|
$2,585,583
$117.51 P/Share
|
|
Feb 03
2025
|
Ronald J Kruszewski Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
50,168
+3.8%
|
-
|
|
Feb 03
2025
|
James M Marischen Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
2,763
-4.03%
|
$323,271
$117.51 P/Share
|
|
Feb 03
2025
|
James M Marischen Chief Financial Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
6,271
+8.37%
|
-
|
|
Feb 03
2025
|
Thomas W Weisel |
SELL
Payment of exercise price or tax liability
|
Direct |
898
-5.72%
|
$105,066
$117.51 P/Share
|
|
Feb 03
2025
|
Thomas W Weisel |
BUY
Exercise of conversion of derivative security
|
Direct |
2,508
+13.78%
|
-
|
|
Feb 03
2025
|
David D Sliney Chief Operating Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
3,978
-2.29%
|
$465,426
$117.51 P/Share
|
|
Feb 03
2025
|
David D Sliney Chief Operating Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
9,030
+4.94%
|
-
|
|
Feb 03
2025
|
Thomas B. Michaud Senior Vice President |
SELL
Payment of exercise price or tax liability
|
Direct |
5,261
-5.66%
|
$615,537
$117.51 P/Share
|
|
Feb 03
2025
|
Thomas B. Michaud Senior Vice President |
BUY
Exercise of conversion of derivative security
|
Direct |
10,661
+10.29%
|
-
|
|
Feb 03
2025
|
James M Zemlyak Co-President |
SELL
Payment of exercise price or tax liability
|
Direct |
9,945
-0.85%
|
$1,163,565
$117.51 P/Share
|
|
Feb 03
2025
|
James M Zemlyak Co-President |
BUY
Exercise of conversion of derivative security
|
Direct |
22,576
+1.89%
|
-
|
|
Feb 03
2025
|
Mark P Fisher Senior VP & General Counsel |
SELL
Payment of exercise price or tax liability
|
Direct |
3,715
-6.22%
|
$434,655
$117.51 P/Share
|
|
Feb 03
2025
|
Mark P Fisher Senior VP & General Counsel |
BUY
Exercise of conversion of derivative security
|
Direct |
6,898
+10.35%
|
-
|
|
Feb 03
2025
|
Christopher K Reichert CEO of Stifel Bank & Trust |
SELL
Payment of exercise price or tax liability
|
Indirect |
2,732
-5.31%
|
$319,644
$117.51 P/Share
|
|
Feb 03
2025
|
Christopher K Reichert CEO of Stifel Bank & Trust |
BUY
Exercise of conversion of derivative security
|
Indirect |
6,271
+10.86%
|
-
|
|
Jan 08
2025
|
James M Zemlyak Co-President |
SELL
Payment of exercise price or tax liability
|
Direct |
9,211
-0.8%
|
$976,366
$106.08 P/Share
|
Last 12 Months Summary
| Exercise of conversion of derivative security | 491K shares |
|---|---|
| Bona fide gift | 409 shares |
| Sale (or disposition) back to the issuer | 385K shares |
|---|---|
| Payment of exercise price or tax liability | 213K shares |
| Bona fide gift | 23.8K shares |
| Other acquisition or disposition | 63.3K shares |
| Open market or private sale | 108K shares |